Filed February 5, 2015 (most recent of 3 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,432 | $146,267-18.3% | $197,124-39.4% | $82,448+44.9% |
| Participation rate | 91.4% | 84.0%+7.4pp | 86.7%+4.7pp | 68.1%+23.3pp |
| Annual return | 17.67% | 29.61%-11.9pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,745 | $4,723-41.9% | $6,227-55.9% | $2,551+7.6% |
| Participant deferral / active EE | $3,032 | $7,035-56.9% | $9,135-66.8% | $4,139-26.8% |
| Admin fee / account holder | $1,162 | $14,422-91.9% | $16,298-92.9% | $7,234-83.9% |